LWM
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Liberty Wealth Management’s Automatic Data Processing ADP Stock Holding History

Liberty Wealth Management’s Portfolio ADP Stock Details ADP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$895K Hold
4,213
– – 0.11% 106
2026
Q1 		$895K Sell
4,213
-178
-4% -$40.8K 0.11% 106
2025
Q4 		$1.13M Sell
4,391
-89
-2% -$23.7K 0.15% 88
2025
Q3 		$1.32M Buy
4,480
+79
+2% +$23.8K 0.19% 77
2025
Q2 		$1.36M Buy
+4,401
New +$1.35M 0.21% 68
2025
Q1 		– Sell
-4,684
Closed -$1.37M – 158
2024
Q4 		$1.37M Buy
4,684
+1,553
+50% +$459K 0.23% 67
2024
Q3 		$866K Buy
3,131
+265
+9% +$69.3K 0.15% 85
2024
Q2 		$684K Buy
2,866
+7
+0.2% +$1.72K 0.13% 95
2024
Q1 		$714K Buy
2,859
+3
+0.1% +$733 0.14% 85
2023
Q4 		$665K Buy
2,856
+58
+2% +$13.5K 0.14% 80
2023
Q3 		$673K Buy
2,798
+3
+0.1% +$731 0.17% 70
2023
Q2 		$614K Buy
2,795
+2
+0.1% +$431 0.15% 77
2023
Q1 		$622K Buy
+2,793
New +$630K 0.13% 101
2022
Q3 		$686K Sell
3,036
-14
-0.5% -$3.3K 0.18% 64
2022
Q2 		$640K Sell
3,050
-156
-5% -$34.2K 0.26% 67
2022
Q1 		$729K Buy
3,206
+146
+5% +$31.3K 0.26% 60
2021
Q4 		$754K Sell
3,060
-409
-12% -$92.6K 0.03% 76
2021
Q3 		$706K Sell
3,469
-29
-0.8% -$5.97K 0.25% 60
2021
Q2 		$695K Buy
3,498
+2
+0.1% +$389 0.27% 55
2021
Q1 		$581K Hold
3,496
– – 0.28% 55
2020
Q4 		$581K Sell
3,496
-160
-4% -$26.3K 0.28% 55
2020
Q3 		$510K Sell
3,656
-34
-0.9% -$4.76K 0.3% 51
2020
Q2 		$549K Buy
3,690
+3
+0.1% +$430 0.39% 45
2020
Q1 		$504K Sell
3,687
-47
-1% -$7.57K 0.44% 42
2019
Q4 		$636K Sell
3,734
-192
-5% -$31.8K 0.5% 37
2019
Q3 		$634K Buy
3,926
+25
+0.6% +$4.13K 0.6% 33
2019
Q2 		$645K Sell
3,901
-29
-0.7% -$4.71K 0.57% 38
2019
Q1 		$627K Buy
3,930
+234
+6% +$34K 0.47% 29
2018
Q4 		$484K Buy
+3,696
New +$522K 0.36% 38

Other funds holding ADP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Liberty Wealth Management's ADP Position: Q2 2026 in Review

Liberty Wealth Management held its Automatic Data Processing (ADP) position steady in Q2 2026 at 4,213 shares worth $895K. The position accounts for 0.11% of the portfolio, ranked #106.

Liberty Wealth Management first reported a position in ADP in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.37M in Q4 2024. 2,291 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Liberty Wealth Management held 4,213 shares of Automatic Data Processing worth $895K as of Q2 2026.
  • Liberty Wealth Management left its Automatic Data Processing share count unchanged in Q2 2026.
  • Automatic Data Processing made up 0.11% of Liberty Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Liberty Wealth Management first reported a position in Automatic Data Processing in Q4 2018 and has held it in 29 quarters since.
  • Liberty Wealth Management's Automatic Data Processing position peaked at $1.37M in Q4 2024.
  • 2,291 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.